EISGX Mutual Fund

NAV$17.50

Returns Overview

1 Month
+7.67%
3 Months
+12.33%
6 Months
+9.60%
YTD
+8.90%
1 Year
+5.42%
3 Years (annualized)
+5.62%
5 Years (annualized)
+3.01%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EISGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index Return
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+18.52%
vs Peers
-9.62%

EISGX Mutual Fund Performance

EISGX performance across multiple time periods: 1-month 7.67%, YTD 8.90%, 1-year 5.42%, 3-year 5.62%, 5-year 3.01%, 10-year 9.20%.

EISGX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

EISGX performance comparison shows side-by-side returns with another fund. EISGX alternatives are available in the Mutual Fund Screener.